Build a shingle material order

How to generate a shingle bill of materials from the signed quote and the roof measurement, pick your supplier, and copy, print or email the order out.

1. 1

   Create the order

   On the job under “3 Order materials,” click “Create material order” (enabled once a quote is signed). It builds the shingle BOM from the signed quote and the measurement.

2. 2

   Pick your supplier

   Choose the Supplier from the dropdown — it auto-fills the order email and account number from the suppliers you saved in Settings. Set the delivery date/time and any note.

3. 3

   Adjust the list

   Edit the materials table (Name, Option/color, Unit, Qty) and “Add item” as needed.

4. 4

   Send it

   Use “Copy for <supplier>,” “Print / PDF,” or “Email <supplier>” (opens a prefilled compose). Move the status draft → sent → received.